Filed July 10, 2026 (most recent of 5 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
PENTEGRA SERVICES, INC.9+ years Filed as: PENTEGRA TRUST COMPANY Service code 21 · EIN 13-4021417 | Bank Trustee | $155,500 |
H BECK INC9+ years Service code 16 6600 ROCKLEDGE DRIVE · BETHESDA, MD 20817 | Consulting | $83,973 |
See 1 actuary disclosure with Solo.
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $1,573,701-100.0% | $422,209-100.0% | $282,865-100.0% |
| Participation rate | 0.0% | 8.3%-8.3pp | 23.3%-23.3pp | 12.4%-12.4pp |
| Annual return | 13.97% | 9.74%+4.2pp | 12.68%+1.3pp | 9.89%+4.1pp |
| Employer contribution / active EE | $0 | $15,597-100.0% | $41,588-100.0% | $14,313-100.0% |
| Participant deferral / active EE | $0 | $37-100.0% | $96-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $46,974-100.0% | $10,609-100.0% | $9,084-100.0% |